Budget Goals Worksheet
SETTING FINANCIAL OBJECTIVES:
- What is the primary purpose of setting budget goals?
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- Identify your specific budget goals.
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CREDIBILITY:
- Are they achievable, measurable, realistic, or relevant:
Specific (factual, focused, and clear goals) | Measurable (concrete criteria to measure the progress) | Achievable (how can you achieve) | Relevant/Realistic(ensuring that your goals are in line with your skills, and time frame) |
IMPLEMENTATION:
- How do you intend to start working on it?
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- Write steps you will take to make your goals achievable.
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POTENTIAL OBSTACLES:
- What kind of obstacles do you think can hinder your way?
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REVIEW AND ADJUSTMENT:
- Review your budget goals regularly and upgrade your strategies accordingly.
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REFERENCE:
- Latham, G. P. (2004). The motivational benefits of goal setting. Management Perspectives, 18, (4), 126-129.
You can download more Mental Health worksheets here.
Please note: There may be a more up-to-date and editable version of this worksheet available here which may be more suitable to present to clients if you are a therapist or to use in a classroom as a teacher or guidance counselor.
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